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    CRM for Corporates

    ₹ 22,500.00
    SKU: softccor
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    A CRM system is an essential tool for Corporates landscape  for building customer loyalty and encouraging retention especially where keeping a reputable disposition is of utmost importance.  It also helps to cope with the competitive business of the corporate landscape. It can be deployed as a stand alone tactic or scaled up to having a strategic function.  This enables corporate administrators to think past the systems implementation and beyond the assumption that sales process takes care of everything. It feeds their psyc  for systematic framework, well informed technology selections, in depth training process and other productive components. It provides an automated platform that expedites decision making and is  supportive of maintaining a high profile. It justifies that success or failure of a CRM deployment is more than mere implementation.

    Essential elements of Salesfundaa  CRM implementation that are beneficial for Corporates.

    Key Features of SalesFundaa CRM Software

     

    ORGANIZATION MANAGEMENT

    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Communication History
    • Reminder & Appoinment
    • Bulk Assign
    • Multiple Branches

    CONTACT MANAGEMENT

    • Contact
    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Auto Birthday & Anniversary wishes
    • Reminder & Appoinment

    ENQUIRY MANAGEMENT

    • Enquiry
    • Communication history
    • Track stages of enquiry & lost reasons
    • Reminder & Appoinment
    • Aging Report

    QUOTATION MANAGEMENT

    • Seamlessly generates price quote
    • Link quotes to organizations & contacts
    • Convert quotation to invoice
    • Download or send in PDF format
    • Track stage & customized design
    • Aging Report

    PROFORMA INVOICE

    • Proforma Invoice
    • Convert to Tax Invoice, Sales Order & Chalan
    • Status

    TAX INVOICE MANAGEMENT

    • GST inbuilt
    • Generate Invoice
    • Get Overdue Alerts
    • Download or send in PDF format
    • Track stage & customize design

    SALES ORDER MANAGEMENT

    • Convert invoice to sales order
    • Download or send in PDF format
    • Track stage & customize design

    DELIVERY CHALLAN

    • Generate Delivery Challan
    • Challan Status
    • Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

    INVENTORY

    • Inward
    • Outward
    • Inventory transfer
    • GRN
    • Inventory Status
    • Multi Inventory Location

    WORK ORDER MANAGEMENT

    • Create New Work Order
    • View Work Order List
    • Edit/Delete Work Order
    • Work Order Status

    PURCHASE MANAGEMENT

    • Indent
    • Vendor Classification
    • Vendor History
    • Purchase Order
    • Purchase Bill

    ASSETS MANAGEMENT

    • Asset List
    • Asset in Warranty with Service Record
    • Asset in Maintenance with Service Record
    • Asset Insurance Record
    • Asset History
    • Valuation

    MAINTENANCE

    • Product Installation
    • Preventive Maintenace
    • AMC
    • Service Alert
    • Active and expired Product List

    CONTRACT MANAGEMENT

    • Add, edit & delete contracts
    • Get upcoming services & expiry alerts
    • Auto notify customers for renewal
    • Active and expired contracts
    • Service Alerts

    TASK MANAGEMENT

    • Manage Multiple Tasks
    • Assign Tasks
    • Task Deadlines
    • Better Task Outcomes
    • Reminder

    COMPLAINT MANAGEMENT

    • Complaint Status
    • Communication history with customer
    • Customer portal login
    • Customer can open & close complaint
    • FAQ
    • Complaint Assign & Visit

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    PROJECT MANAGEMENT

    • Manage Multiple Projects
    • Better Project Outcomes
    • Manage Project Deadlines
    • Request Approve Stock
    • Task
    • Expense
    • Work Order, Invoice, and Delivery Challan

    DOCUMENT MANAGEMENT

    • Document Library
    • 50 GB Storage Limit
    • User-defined Access Control

    CUSTOMER PORTAL

    • Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services

     

     

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    A CRM system is an essential tool for Corporates landscape  for building customer loyalty and encouraging retention especially where keeping a reputable disposition is of utmost importance.  It also helps to cope with the competitive business of the corporate landscape. It can be deployed as a stand alone tactic or scaled up to having a strategic function.  This enables corporate administrators to think past the systems implementation and beyond the assumption that sales process takes care of everything. It feeds their psyc  for systematic framework, well informed technology selections, in depth training process and other productive components. It provides an automated platform that expedites decision making and is  supportive of maintaining a high profile. It justifies that success or failure of a CRM deployment is more than mere implementation.

    Essential elements of Salesfundaa  CRM implementation that are beneficial for Corporates.

    Key Features of SalesFundaa CRM Software

     

    ORGANIZATION MANAGEMENT

    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Communication History
    • Reminder & Appoinment
    • Bulk Assign
    • Multiple Branches

    CONTACT MANAGEMENT

    • Contact
    • Bulk Import & Export
    • Send Bulk Email & SMS
    • Auto Birthday & Anniversary wishes
    • Reminder & Appoinment

    ENQUIRY MANAGEMENT

    • Enquiry
    • Communication history
    • Track stages of enquiry & lost reasons
    • Reminder & Appoinment
    • Aging Report

    QUOTATION MANAGEMENT

    • Seamlessly generates price quote
    • Link quotes to organizations & contacts
    • Convert quotation to invoice
    • Download or send in PDF format
    • Track stage & customized design
    • Aging Report

    PROFORMA INVOICE

    • Proforma Invoice
    • Convert to Tax Invoice, Sales Order & Chalan
    • Status

    TAX INVOICE MANAGEMENT

    • GST inbuilt
    • Generate Invoice
    • Get Overdue Alerts
    • Download or send in PDF format
    • Track stage & customize design

    SALES ORDER MANAGEMENT

    • Convert invoice to sales order
    • Download or send in PDF format
    • Track stage & customize design

    DELIVERY CHALLAN

    • Generate Delivery Challan
    • Challan Status
    • Assign dispatcher name, shipping address, product details, mode of delivery, terms & conditions

    INVENTORY

    • Inward
    • Outward
    • Inventory transfer
    • GRN
    • Inventory Status
    • Multi Inventory Location

    WORK ORDER MANAGEMENT

    • Create New Work Order
    • View Work Order List
    • Edit/Delete Work Order
    • Work Order Status

    PURCHASE MANAGEMENT

    • Indent
    • Vendor Classification
    • Vendor History
    • Purchase Order
    • Purchase Bill

    ASSETS MANAGEMENT

    • Asset List
    • Asset in Warranty with Service Record
    • Asset in Maintenance with Service Record
    • Asset Insurance Record
    • Asset History
    • Valuation

    MAINTENANCE

    • Product Installation
    • Preventive Maintenace
    • AMC
    • Service Alert
    • Active and expired Product List

    CONTRACT MANAGEMENT

    • Add, edit & delete contracts
    • Get upcoming services & expiry alerts
    • Auto notify customers for renewal
    • Active and expired contracts
    • Service Alerts

    TASK MANAGEMENT

    • Manage Multiple Tasks
    • Assign Tasks
    • Task Deadlines
    • Better Task Outcomes
    • Reminder

    COMPLAINT MANAGEMENT

    • Complaint Status
    • Communication history with customer
    • Customer portal login
    • Customer can open & close complaint
    • FAQ
    • Complaint Assign & Visit

    ACCOUNTS MANAGEMENT

    • GST Return
    • Debit & Credit Note
    • Manage Expenses
    • Cash Book & Price Book

    EMPLOYEE MANAGEMENT

    • Offer Letter, Appointment Letter, Appraisal Letter & Termination Letter
    • Add a New Employee
    • Manage Employee List
    • Manage Employee Group
    • Manage Employee Shift

    PROJECT MANAGEMENT

    • Manage Multiple Projects
    • Better Project Outcomes
    • Manage Project Deadlines
    • Request Approve Stock
    • Task
    • Expense
    • Work Order, Invoice, and Delivery Challan

    DOCUMENT MANAGEMENT

    • Document Library
    • 50 GB Storage Limit
    • User-defined Access Control

    CUSTOMER PORTAL

    • Separate customer panel to open complaint & view his invoices, quotes, enquiry, complaints, contacts, meetings and upcoming & expiring services